Principal Relationship Manager I

Description

Job Summary: As a Principal Relationship Manager I, you will serve and retain high-net-worth clients, manage portfolios, identify business opportunities, and provide comprehensive financial solutions with a consultative approach. Key Highlights: 1. Personalized and humanized service to high-net-worth clients 2. Strategic portfolio management and identification of business opportunities 3. Teamwork focused on synergy and excellence in client service **About Bradesco** The Bradesco Group is one of Brazil's largest financial institutions, with a history marked by pioneering spirit and innovation. Through our broadly diversified portfolio of financial products, banking services, and insurance offerings, we contribute to individuals' aspirations and to the sustainable growth of businesses and society. Join our financial ecosystem and impact the experience of millions of people! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to all individuals, regardless of gender, race, sexual orientation, disability, age, or any other characteristic. Learn more at https://banco.bradesco/html/classic/sobre/index.shtm **Responsibilities and Duties** What is our Principal team? We provide advisory services to high-net-worth clients through excellence in relationship management, identifying their financial needs and new business opportunities, while placing the client at the center and prioritizing principal-level service to maximize results/returns with competence, responsibility, and ethics. Work model: In-person Unit: Uberaba/MG **Your Day-to-Day Responsibilities** As a Principal Relationship Manager I, you will work within the Principal division and your main responsibilities will include: * Delivering exceptional service to retain clients, offering personalized and humanized experiences; * Managing client portfolios with focus on relationship building, profitability, and retention; * Identifying business opportunities and providing comprehensive financial solutions, including investments, credit, and insurance; * Strategically attracting resources from competitors; * Resolving conflicts and complaints with empathy, agility, and customer satisfaction as top priorities; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to foster synergistic client service; * Representing the Principal segment with a consultative posture, sophistication, and deep technical expertise. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Mandatory: Active CEA certification; * Intermediate to advanced proficiency in Excel and PowerPoint; * Experience serving high-net-worth clients; * Portfolio management experience and consultative engagement; * Strong commercial acumen; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative approach in client interactions; professional ethics and emotional intelligence to effectively engage with diverse client profiles and peers. It would be an advantage if you have: * Fluent English (for reading documents and occasional interactions with clients or internal materials). **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * PLR or Bonus: Based on role eligibility* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal Voucher * 13th Food Basket * Total Pass * Transportation Voucher (optional enrollment) * Discounts on products and services offered by partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Viva Bem Bradesco: a health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: special conditions on various products and services * Childcare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance from pregnancy through postpartum